An electronic record management system creates a streamlined full-service technology solution on a single electronic platform that has the capability to enable business transactions including but not limited to real estate transactions as well as buying and selling commercial debt and equity while optimizing performance. The automated platform utilizes artificial intelligence and machine learning to iteratively optimize consolidated electronic data files from multiple sources to allow sophisticated transactions involving commercial real estate, and other transferrable properties, electronically through a single platform.
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2. The document management system of claim 1, wherein assigning the document type comprises evaluating facts about the electronic records, and the facts that are evaluated comprise at least one of character count, blank lines, the metadata, signatures from execution, or presence of notarization.
3. The document management system of claim 1, further comprising machine learning programs that utilize the electronic records to identify a kind of document represented by the electronic records.
4. The document management system of claim 3, wherein the kind of document is selected from the group consisting of a real estate document, a loan document, a brokerage agreement document, an auction document, and a business transaction document.
5. The document management system of claim 4, wherein resolving exceptions comprises using the kind of document and a source profile to search the electronic records for identified fields that must be present and generate reports for missing fields.
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June 8, 2020
December 6, 2022
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